Wealth Client Advisor: Personal Finance & Planning

JPMorgan Chase & Co.; Pasadena (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families, from new savers to high-net-worth clients.

You will build a book of business, rely on leadership and relationship-building skills, and provide holistic financial coaching while advocating for digital channels to empower clients to bank anytime, anywhere.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Active Series 7 license and Series 66 (63/65) or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions; focus on relationship management, not portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and educate clients on technology and channels for self-monitoring and digital access.
• Partner referrals to deepen client relationships and offer comprehensive advisory solutions.
• Embrace digital tools to enhance client experience and convenience.

Skills

Relationship-building

Goal-based planning

Financial markets knowledge

Education

Series 7 license

Series 66 license (63/65)

Life, Health and LTC license

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families, from new savers to high-net-worth clients.

You will build a book of business, rely on leadership and relationship-building skills, and provide holistic financial coaching while advocating for digital channels to empower clients to bank anytime, anywhere.